CRM
Handing over overdue HubSpot customers to Fortis
HubSpot brings marketing, sales and service together around companies, contacts and deals. On request, we agree with you which of these records Fortis Inkasso should receive to work on your open items.
Markets: Germany · Europe · USA
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with HubSpot
Following review and individual activation, customers with unpaid invoices could be passed from HubSpot to Fortis Inkasso together with their company and contact details. We then handle payment reminders and debt collection and report the processing status back as agreed, so your team can follow each case on the relevant contact record.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from HubSpot
- Company records
- Contacts with email and phone
- Deals and deal stages
- Service tickets
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
HubSpot is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.